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PFW Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

PFW Advisors’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,950
Closed -$367K – 122
2024
Q1 		$367K Hold
4,950
– – 0.11% 95
2023
Q4 		$348K Sell
4,950
-1,104
-18% -$72.8K 0.11% 96
2023
Q3 		$390K Hold
6,054
– – 0.14% 89
2023
Q2 		$408K Buy
+6,054
New +$411K 0.14% 88

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PFW Advisors's IEFA Position: Q2 2024 in Review

PFW Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2024, closing a stake of 4,950 shares — an estimated $367K sold.

PFW Advisors first reported a position in IEFA in Q2 2023 and held it in 4 quarters. The position peaked at $408K in Q2 2023. 1,814 funds tracked by Wall St. Rank hold IEFA as of Q2 2024.

  • PFW Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
  • PFW Advisors sold 4,950 iShares Core MSCI EAFE ETF shares in Q2 2024, an estimated $367K.
  • PFW Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2023 and held it in 4 quarters.
  • PFW Advisors's iShares Core MSCI EAFE ETF position peaked at $408K in Q2 2023.
  • 1,814 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2024.

Based on PFW Advisors's 13F filing for Q2 2024, filed 10 Jul 2024.